Marble Trail Advisors charges a fixed fee for financial planning (minimum $2,500/year) and an asset-based fee for investment management, ranging from 0.30% to 1.00% annually. The specific fee level is established in each client's investment advisory contract. Fees are paid quarterly in advance, and clients can terminate with written notice for a prorated refund. Fees are exclusive of brokerage commissions and other related costs.
5 Court Street, Middlebury, VT, 05753
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